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Is a Roth Conversion Right for You Before the Election?
If you’re concerned about possible tax policy changes after the next president takes office, you might want to consider a Roth conversion now.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Seven Financial Mistakes to Avoid in Divorce
From overlooking hidden assets to scary tax surprises, help protect your financial future by steering clear of these common pitfalls during the divorce process.
By Julia Pham, CFP®, AIF®, CDFA® Published
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The 2025 Standard Deduction Is Here
Tax Breaks What is the standard deduction for your filing status in 2025?
By Kate Schubel Last updated
Tax Breaks -
Property Tax Relief on the Georgia Ballot
Election Georgia voters will decide on an important measure that could cap property tax increases in the state.
By Kelley R. Taylor Last updated
Election -
How Much Do Voters Care About Taxes?
Election 2024 A new poll reveals that taxes may not be top of mind for many people this election cycle.
By Kelley R. Taylor Last updated
Election 2024 -
Taxes on Retirees: A State by State Guide
Retirement Taxes See how each state treats retirees when it comes to income, sales, property and other taxes.
By Katelyn Washington Last updated
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Mark Cuban, Kamala Harris, and Taxing Unrealized Gains
Unrealized Gains Some warn that taxing unrealized gains could devastate the economy, but are those fears realistic?
By Kelley R. Taylor Last updated
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Unrealized Gains Tax: One Important Thing to Know Now
Capital Gains Unrealized capital gains have taken center stage in election discussions about tax fairness and economic policy.
By Kelley R. Taylor Last updated
Capital Gains -
Potential Ripple Effects of Taxing Unrealized Capital Gains
The proposed tax on unrealized gains would be limited to those with a net worth above $100 million, but some see a broad impact on markets and businesses.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published